Formatted Search in Incoming Payments

[Former Member]

Hi All, I require some assistance with a formatted search and query please.

I have create a UDF at a header level in an invoice - the value will be either D or blank.

I have then created a UDF at a line item level in the incoming payment window.

I would like to create a formatted search that looks at the invoices at the line item level in the payment window, and returns the value from the invoice (D or blank). Any assistance on what the query should be would be greatly appreciated.

Also, as the invoice numbers are variable fields, what field should be used for the 'auto refresh' option?

[former_member583013 · Accepted solution]

Lisa,

The FMS query is very simple

SELECT U_UDF FROM [dbo\].[OINV\] WHERE DocNum = $\[$20.1.0]

The Refresh part is something I am not sure about.

Suda

[former_member186095]

Hi Lisa,

It is very difficult to have create FMS that can be linked to header from row since it has different table. Row table and Header table are different. Why could you try to use the info from invoice table directly that can return value from it (D or blank) as you want ? what is the point in the invoice that can return the value ? is it invoice number ?

Rgds,